JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2022 年第 3 季 13F 持有人
JPMorgan Chase & Co 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,395
- 較 2022 年第 2 季 +13 家
- 持有股數
- 20.3 億
- 較 2022 年第 2 季 +169.8 萬 (+0.1%)
- 總市值
- $2,129 億
- 較 2022 年第 2 季 −$161.3 億 (−7.0%)
- 新進機構
- 136
- 另有 1,678 家加碼
- 清倉機構
- 123
- 另有 1,236 家減碼
另有 45 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2022 年第 3 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 17,507 | $271.3 萬 | 1.13% | +5,493+45.7% | 加碼 |
| Stonnington Group, LLC | 23,269 | $271.1 萬 | 0.76% | +12,355+113.2% | 加碼 |
| JT Stratford LLC | 25,924 | $270.9 萬 | 0.96% | −1,464−5.3% | 減碼 |
| Roanoke Asset Management Corp | 25,904 | $270.7 萬 | 1.29% | −431−1.6% | 減碼 |
| Proequities, Inc. | 25,671 | $268.3 萬 | 0.26% | +553+2.2% | 加碼 |
| Platform Technology Partners | 25,641 | $268.0 萬 | 1.53% | +731+2.9% | 加碼 |
| Greenfield Savings Bank | 25,584 | $267.4 萬 | 1.93% | −324−1.3% | 減碼 |
| Enterprise Bank & Trust Co | 25,567 | $267.2 萬 | 1.39% | +138+0.5% | 加碼 |
| J. W. Coons Advisors, LLC | 25,566 | $267.2 萬 | 1.01% | +1,307+5.4% | 加碼 |
| Little House Capital LLC | 25,560 | $267.1 萬 | 1.42% | +3,618+16.5% | 加碼 |
| Transamerica Financial Advisors, Inc. | 25,523 | $266.8 萬 | 0.39% | +6,718+35.7% | 加碼 |
| Sutton Wealth Advisors Inc. | 25,494 | $266.4 萬 | 1.08% | +533+2.1% | 加碼 |
| WC Walker & Associates, Inc. | 21,466 | $266.4 萬 | 1.51% | −498−2.3% | 減碼 |
| Mathes Company, Inc. | 25,433 | $265.8 萬 | 1.48% | −100−0.4% | 減碼 |
| Csenge Advisory Group | 25,404 | $265.5 萬 | 0.22% | +352+1.4% | 加碼 |
| Alta Capital Management LLC | 25,391 | $265.3 萬 | 0.21% | +7,406+41.2% | 加碼 |
| Altfest L J & Co Inc | 25,382 | $265.2 萬 | 0.50% | +26+0.1% | 加碼 |
| ACG Wealth | 25,355 | $265.0 萬 | 0.61% | −249−1.0% | 減碼 |
| Hudson Capital Management LLC | 25,362 | $265.0 萬 | 1.32% | +2,814+12.5% | 加碼 |
| RDA Financial Network | 25,320 | $264.6 萬 | 1.44% | +373+1.5% | 加碼 |
| Grove Bank & Trust | 25,156 | $262.9 萬 | 0.65% | −46−0.2% | 減碼 |
| Triasima Portfolio Management inc. | 25,150 | $262.8 萬 | 0.21% | 00.0% | 不變 |
| Aspiriant, LLC | 25,116 | $262.6 萬 | 0.13% | +980+4.1% | 加碼 |
| Gradient Capital Advisors, LLC | 25,095 | $262.2 萬 | 1.25% | +1,676+7.2% | 加碼 |
| CFM Wealth Partners LLC | 25,077 | $262.1 萬 | 0.84% | +3,060+13.9% | 加碼 |
| GSB Wealth Management, LLC | 25,060 | $261.9 萬 | 0.95% | −272−1.1% | 減碼 |
| Clarity Wealth Advisors, LLC | 25,070 | $261.9 萬 | 1.58% | +2,403+10.6% | 加碼 |
| Eos Management, L.P. | 25,000 | $261.3 萬 | 2.75% | −1,000−3.8% | 減碼 |
| Liontrust Investment Partners LLP | 25,000 | $261.3 萬 | 0.04% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 24,981 | $261.0 萬 | 0.35% | +17,110+217.4% | 加碼 |
| Blue Fin Capital, Inc. | 24,968 | $260.9 萬 | 0.99% | +1,298+5.5% | 加碼 |
| Buckingham Strategic Partners | 24,958 | $260.8 萬 | 0.15% | +6,547+35.6% | 加碼 |
| Papp L Roy & Associates | 24,911 | $260.3 萬 | 0.39% | −100−0.4% | 減碼 |
| Investment Research & Advisory Group, Inc. | 24,909 | $260.3 萬 | 1.97% | +1,366+5.8% | 加碼 |
| Valmark Advisers, Inc. | 24,893 | $260.1 萬 | 0.05% | −105−0.4% | 減碼 |
| Versor Investments LP | 24,857 | $259.8 萬 | 0.15% | −2,911−10.5% | 減碼 |
| Bank of Stockton | 24,857 | $259.8 萬 | 1.01% | +28+0.1% | 加碼 |
| EPG Wealth Management LLC | 24,852 | $259.7 萬 | 1.07% | +2,518+11.3% | 加碼 |
| S&CO Inc | 24,799 | $259.1 萬 | 0.23% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 24,777 | $258.9 萬 | 1.10% | −2,750−10.0% | 減碼 |
| Blume Capital Management, Inc. | 24,777 | $258.9 萬 | 0.98% | −25−0.1% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 24,758 | $258.7 萬 | 0.95% | +461+1.9% | 加碼 |
| RMR Wealth Builders | 24,722 | $258.3 萬 | 0.63% | +379+1.6% | 加碼 |
| Uncommon Cents Investing LLC | 24,720 | $258.3 萬 | 1.08% | +5,125+26.2% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 24,698 | $258.1 萬 | 0.24% | +23+0.1% | 加碼 |
| Bulltick Wealth Management, LLC | 24,697 | $258.1 萬 | 0.78% | +523+2.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 24,652 | $257.6 萬 | 0.91% | +8,933+56.8% | 加碼 |
| SWS Partners | 24,604 | $257.1 萬 | 1.19% | +568+2.4% | 加碼 |
| Elgethun Capital Management | 24,557 | $256.6 萬 | 1.03% | +3,454+16.4% | 加碼 |
| YorkBridge Wealth Partners, LLC | 24,528 | $256.3 萬 | 0.66% | −2,423−9.0% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 24,509 | $256.1 萬 | 1.47% | −1,263−4.9% | 減碼 |
| Andra AP-fonden | 24,500 | $256.0 萬 | 0.08% | +2,600+11.9% | 加碼 |
| Great Lakes Advisors, LLC | 24,468 | $255.7 萬 | 0.06% | −627−2.5% | 減碼 |
| Maven Securities LTD | 24,458 | $255.6 萬 | 0.12% | +11,181+84.2% | 加碼 |
| Columbia Trust Co 01012016 | 24,414 | $255.1 萬 | 1.44% | +782+3.3% | 加碼 |
| Mission Wealth Management, LP | 24,375 | $254.7 萬 | 0.14% | +384+1.6% | 加碼 |
| Curbstone Financial Management Corp | 24,318 | $254.1 萬 | 0.63% | +316+1.3% | 加碼 |
| Rehmann Capital Advisory Group | 24,285 | $253.8 萬 | 0.28% | +1,100+4.7% | 加碼 |
| Chou Associates Management Inc.大師Chou Associates | 24,275 | $253.7 萬 | 2.51% | 00.0% | 不變 |
| Mechanics Financial Corp | 24,258 | $253.5 萬 | 1.65% | −380−1.5% | 減碼 |
| TrinityPoint Wealth, LLC | 24,224 | $253.1 萬 | 0.58% | −12,104−33.3% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,139 | $252.3 萬 | 1.95% | +199+0.8% | 加碼 |
| River & Mercantile Asset Management LLP | 24,114 | $252.3 萬 | 0.48% | +1,830+8.2% | 加碼 |
| Argus Investors' Counsel, Inc. | 24,135 | $252.2 萬 | 2.25% | −1,090−4.3% | 減碼 |
| Pavion Blue Capital, LLC | 24,072 | $251.6 萬 | 1.81% | +1,583+7.0% | 加碼 |
| Hudson Value Partners, LLC | 23,998 | $250.8 萬 | 1.69% | −1,337−5.3% | 減碼 |
| Winning Points Advisors, LLC | 23,173 | $250.2 萬 | 3.06% | −6,130−20.9% | 減碼 |
| Winch Advisory Services, LLC | 23,859 | $249.3 萬 | 1.07% | −165−0.7% | 減碼 |
| Summit Trail Advisors, LLC | 23,783 | $248.5 萬 | 0.13% | −1,196−4.8% | 減碼 |
| IMC-Chicago, LLC | 23,766 | $248.4 萬 | 0.22% | −41,566−63.6% | 減碼 |
| Continuum Advisory, LLC | 50,030 | $248.0 萬 | 0.44% | +44+0.1% | 加碼 |
| Balentine LLC | 23,725 | $247.9 萬 | 0.09% | −9,820−29.3% | 減碼 |
| HCR Wealth Advisors | 23,726 | $247.9 萬 | 0.53% | −285−1.2% | 減碼 |
| FLC Capital Advisors | 23,637 | $247.0 萬 | 0.86% | −1,884−7.4% | 減碼 |
| Armor Investment Advisors, LLC | 23,634 | $247.0 萬 | 1.68% | +1,918+8.8% | 加碼 |
| Nichols & Pratt Advisers LLP | 23,605 | $246.7 萬 | 0.22% | +462+2.0% | 加碼 |
| Mystic Asset Management, Inc. | 23,541 | $246.0 萬 | 1.58% | +450+1.9% | 加碼 |
| Burney Co | 23,521 | $245.8 萬 | 0.14% | −245−1.0% | 減碼 |
| X-Square Capital, LLC | 23,510 | $245.6 萬 | 1.56% | +169+0.7% | 加碼 |
| West Oak Capital, LLC | 23,507 | $245.6 萬 | 1.33% | +762+3.4% | 加碼 |
| WD Rutherford LLC | 23,470 | $245.3 萬 | 1.97% | −350−1.5% | 減碼 |
| Gables Capital Management Inc. | 23,396 | $244.5 萬 | 1.96% | −100−0.4% | 減碼 |
| Sargent Investment Group, LLC | 22,534 | $243.7 萬 | 0.76% | +34+0.2% | 加碼 |
| Studio Investment Management LLC | 23,318 | $243.7 萬 | 0.88% | +2,683+13.0% | 加碼 |
| Hightower 6M Holding, LLC | 23,276 | $243.2 萬 | 0.22% | +23,276 | 新進 |
| Gries Financial LLC | 23,262 | $243.1 萬 | 1.03% | +8,554+58.2% | 加碼 |
| Pegasus Partners Ltd. | 23,243 | $242.9 萬 | 0.50% | −421−1.8% | 減碼 |
| Modus Advisors, LLC | 23,170 | $242.1 萬 | 1.27% | +510+2.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 23,162 | $242.0 萬 | 0.05% | −74,189−76.2% | 減碼 |
| St. Louis Trust Co | 19,040 | $242.0 萬 | 0.69% | 00.0% | 不變 |
| KCS Wealth Advisory | 23,094 | $241.3 萬 | 1.11% | +4,644+25.2% | 加碼 |
| Adirondack Trust Co | 23,026 | $240.6 萬 | 1.34% | +946+4.3% | 加碼 |
| NVWM, LLC | 22,999 | $240.4 萬 | 0.95% | +725+3.3% | 加碼 |
| Evermay Wealth Management LLC | 22,955 | $239.9 萬 | 0.48% | +194+0.9% | 加碼 |
| Balasa Dinverno & Foltz LLC | 22,868 | $239.0 萬 | 0.15% | +1,291+6.0% | 加碼 |
| Proquility Private Wealth Partners, LLC | 22,859 | $238.9 萬 | 1.10% | +1,263+5.8% | 加碼 |
| TCWP LLC | 22,830 | $238.5 萬 | 0.51% | +3,102+15.7% | 加碼 |
| Norway Savings Bank | 22,756 | $237.9 萬 | 1.30% | +55+0.2% | 加碼 |
| Wunderlich Capital Managemnt | 22,762 | $237.9 萬 | 1.52% | +594+2.7% | 加碼 |
| Guardian Investment Management | 22,759 | $237.8 萬 | 2.44% | +4,000+21.3% | 加碼 |